See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,368 | $58,208-35.8% | $81,812-54.3% | $80,856-53.8% |
| Participation rate | 52.9% | 63.4%-10.5pp | 72.3%-19.4pp | 67.6%-14.7pp |
| Annual return | 17.46% | 41.66%-24.2pp | 773.79%-756.3pp | 35.59%-18.1pp |
| Employer contribution / active EE | $542 | $2,340-76.8% | $2,912-81.4% | $2,755-80.3% |
| Participant deferral / active EE | $815 | $3,281-75.2% | $4,319-81.1% | $4,296-81.0% |
| Admin fee / account holder | $4,125 | $4,981-17.2% | $7,386-44.1% | $6,918-40.4% |